9/2/2016
New Financial Accounts Interface
We are pleased to release an improved user interface for the Financial Accounts feature. The features and functionality of the Financial Accounts section have not changed. The new interface will make it easier to locate information on the Financial Accounts page. These changes include:
- One-click access to Find a Payment and Finance Reports. Located below the Organization menu, these new buttons reduce the number of steps required to reach these important features.
- Payment account functions are organized into tabs. The default tab, Accounts, displays the balance, the amount pending and the amount available in the account.
- To request funds, click Funds Request.
- To view account activity, click Details.
- The Other Accounts section displays the accounts where revenue is allocated in the Revenue Report.
- To search for an account by name, enter a few characters of the name in the field and click Search.
- To change the name or description of an account, click Edit.
- If your organization uses Doubleknot’s support for gift cards, the Gift Cards tab contains tools to issue a new gift card, add funds to an existing gift card and check a gift card’s balance.
If you have any questions about the new Financial Accounts interface, please let us know at Doubleknot@doubleknot.com.
The new Financial Accounts interface makes information and tools easier to find (click the image to see a larger version)
WEBINAR: Increasing Revenues with Discounts and Promotions
Discounts help attract new constituents, reward your current supporters and members and increase overall purchases. With Doubleknot’s Discounts module—the most comprehensive discount management solution in the industry—you can offer any kind of discount (percentage or dollar value) on everything you sell. Join us for a webinar on Thursday, September 8, 2016 at 2 PM Eastern / 11 AM Pacific, where we’ll cover how to create and track discounts, introduce new features and answer your questions.
Date: Thursday, September 8, 2016
Time: 2 PM Eastern / 11 AM Pacific
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